My Group Retirement Savings Plan
Are you a member or an annuitant of a group retirement savings plan with iA Financial Group? Here’s an overview of what you can do to manage your file online or by contacting our Customer Service department.
Consult your file to see:
- your account balance
- your investment rates of return
- your asset mix
- your tax receipts and fees applicable to your plan
- your beneficiary’s name
Manage your account to modify:
- your asset allocation and investment guidelines
- your beneficiary (form to submit)
- your contact information (address, telephone number, email address, etc.)
Make an additional contribution (subject to certain conditions).
Sign up for My Client Space.
Connect to My Client Space
By contacting us
Manage your account to, among other things:
- set up pre-authorized contributions
- edit bank account information
Make a transaction, including:
- a withdrawal
- a transfer
- lump-sum contribution authorization form
Request a copy of a tax slip.